How can Invest Plus Portfolio Management Software help manage your finances

“FREE, FASTEST and the SMARTEST way of Managing, Tracking and Accounting your Investment.”

Invest Plus is a personal finance & portfolio management software that helps you manage and track your income, expense as well as portfolio in one place, so you can stay organized and in control of your finances.

It caters the needs of individuals, who invest either for themselves or their family, for professionals such as Chartered Accountants, salaried individuals, financial advisors and share market investors to manage their finances in an efficient way.

Manage your everyday finances effortlessly and know where your money goes.

Is managing your portfolio and personal accounts becoming a tedious job?
Are your financial records up-to-date to file Income Tax Returns?
Are you able to keep a track of your capital spending this year?
Did you miss out on important dates like policy reminders & financial alerts etc?
Is it possible to get the valuation of your current portfolio in single click?
Are you able to keep a track of your Insurance policies, FD’s, Loans & other Investments?
Is creating broker bill (share Accounting) entries manually becoming extremely time consuming?
Are you looking for something to help you out with the use of graphs & charts while managing your finances?
Need an easier way to manage accounts for you and your family.
Want to Follow the volatility of the Stock market PROFITABLY along with your DEMAT accounts?

Get Your Free Personal Finance Accounting Software.

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Invest Plus helps in taking control of your investments and take it in the right direction.

Take care of your assets, maintenance schedules and installment payouts.
Manage your accounts for you, your family, and your clients.
Track investments to aid in financial planning.
Keep track of all your valuable investments, like MFs, FDs, Insurance etc.
Easy budgeting tools.
Reminder for your payables and receivables.
It's Free personal accouting software for single investor.

Invest Plus- free personal accounting software

Boost Finance Management Automation

Invest Plus offers streamlined and auditable financial management and ensures complete real-time visibility into your financial performance.

It not only integrates Personal Accounts, Asset Management, Investment Management, Securities, F&O and Mutual Funds Management but also streamlines tasks like Loan Reminders, Fixed Deposit Calculation, Professional Scheduling, managing Appointment Diary, Telephone & Address Diary, etc.

Categorize transaction types and set budgets to manage and track expenses.
Split transactions across multiple categories.
Schedule recurring transactions like paychecks and mortgage payments.
Reconcile your purchases and transactions against your bank statement.

Invest Plus - Boost Finance Management Automation

Know where your money goes

Manage all your accounting, investments and Income tax related requirements. Invest Plus helps in record keeping from basic to more complex Personal and family account management needs.

Online updated balances with Zooming facility from Final Account Statements to Voucher Entry level with Edit/Delete facility.
Easy switch over between member and financial years.
300+ customized and Detail Report
Facility to save all the reports in a file format and modify/ delete the same on later stage.

Real time insights that helps take control

Wondering where does all your money goes? Get to know instantly. Link all your financial institutions together to easily manage your cash flow. Generate account ledgers, income and expense statement and balance sheet in just a click.

Complete analysis of current assets & liabilities.
Personalized Investment tracking for individuals and family.
Detailed report preparation from individual account ledger to IT Return.
Comprehensive workout of Capital Investments, Securities, F&O and Mutual Funds.
Create data reports for your investment performance and transactions.

Personal Finance Management Software with easy Budgeting System

Manage your Personal and Family Investment and Budget in a Whole New Way!

With Invest Plus creating, editing and managing your budget is simply a piece of cake. Filter out the displayed categories to remove any superfluous line items, choosing from only budgeted or active items.

Budgeting & tracking personal fincances lets you know where your money is being spent. This allows you to analyze where you could spend less, ultimately saving more money.

Recover 10-15% of your income from your hidden spending.

Your All-In-One Investment Management Software

Manage your wallet, bank account and more. Choose as many accounts as you want to track.
Keep your expenses and incomes categorized to keep a better track of your money.
Simple reports help you visualize your financial health and know exactly how you spend.

What you get with this Portfolio Management Software